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FAQ : Shriram Balanced Advantage Fund - Growth - Direct Plan

Shriram Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 5.9 5.31 N/A
Average Rolling Returns(%) 10.56 10.00 9.87 N/A

The Current NAV of Shriram Balanced Advantage Fund - Growth - Direct Plan is ₹18.58.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Shriram Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.36%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Shriram Balanced Advantage Fund - Growth - Direct Plan is currently ₹50 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.

Top three sectors of Shriram Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 56% of the total portfolio.

Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Shriram Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.

Deepak Ramaraju and Prateek Nigudkar manage the Shriram Balanced Advantage Fund - Growth - Direct Plan Fund.

Shriram Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 24.31 and PB ratio is 4.75

The asset allocation of Shriram Balanced Advantage Fund - Growth - Direct Plan is Stocks : 64%, Debt : 45.84% and Gold : -9.83%

The minimum SIP amount for Shriram Balanced Advantage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Shriram Balanced Advantage Fund - Growth - Direct Plan is NIL for 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days

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